SBWM

Sunflower Bank Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$3.19M
3
+$914K
4
GILD icon
Gilead Sciences
GILD
+$823K
5
VLO icon
Valero Energy
VLO
+$769K

Top Sells

1
+$4.24M
2
+$3.53M
3
+$2.19M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.16M
5
INTC icon
Intel
INTC
+$2.02M

Sector Composition

1 Financials 18.99%
2 Consumer Staples 9.72%
3 Technology 6.14%
4 Healthcare 5.14%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.25%
5,970
-25
52
$648K 0.23%
3,692
-30
53
$617K 0.22%
16,220
-53,000
54
$544K 0.2%
4,485
55
$539K 0.2%
4,325
56
$534K 0.19%
11,100
57
$524K 0.19%
5,485
-505
58
$518K 0.19%
7,938
59
$502K 0.18%
10,388
60
$493K 0.18%
4,570
61
$487K 0.18%
24,300
-500
62
$478K 0.17%
8,256
-40
63
$463K 0.17%
2,480
64
$452K 0.16%
3,978
65
$430K 0.16%
8,016
66
$417K 0.15%
3,150
67
$408K 0.15%
3,400
68
$395K 0.14%
4,615
-190
69
$390K 0.14%
15,550
70
$385K 0.14%
3,907
-1,295
71
$372K 0.13%
5,435
-620
72
$340K 0.12%
1,900
73
$340K 0.12%
7,360
-15
74
$320K 0.12%
5,279
-150
75
$315K 0.11%
2,875
1 2
3
4 5